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Client Intake and CRM software
Client intake software captures new leads and guides them to a signed engagement.
Overview
What it does
It manages web forms, follow-up, conflict checks, and e-signed fee agreements. Firms that depend on a steady flow of new clients use it to respond faster and track where cases come from. It often connects to the practice management system so data carries over.
How to choose
Check the connection to your practice management system. Retyping client data after the engagement defeats the purpose.
Features
Key features to look for
Intake forms
Online forms that collect case details before the consultation.
Automated follow-up
Texts and emails that keep leads engaged.
Pipeline tracking
A view of every lead by stage and source.
E-signature
Fee agreements that clients sign from a phone.
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